CDT Capital
CDT Capital VNAV Strategy
Jul 2026 → Sep 2026
Our archive holds 4 letters from this strategy, behind 4 investment theses and positions in 18 companies. Every quote below is copied verbatim from the letter it came from.
4 letters in a year — follow all of CDT Capital for every strategy.
Performance
as of Jul 31, 2026 · net of fees · USD
- YTD+11.8%index +10.1%
- Inception · total+224%index +142%
Index: S&P 500 Total Return
| YTD | Since inceptiontotal | |
|---|---|---|
| CDT Capital VNAV Strategy | +11.8% | +224% |
| S&P 500 Total Return | +10.1% | +142% |
Since inception: Since Inception (Sep 2020)
Disclaimer
These figures are copied from the manager’s latest letter, as of Jul 31, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
For us, we welcomed the likes of Honeywell Aerospace (HONA), Dick’s Sporting Goods (DKS), Salesforce (CRM), Alibaba (BABA) The Coopers Companies (COO) to our portfolio.
For us, we welcomed the likes of Honeywell Aerospace (HONA), Dick’s Sporting Goods (DKS), Salesforce (CRM), Alibaba (BABA) The Coopers Companies (COO) to our portfolio.
For us, we welcomed the likes of Honeywell Aerospace (HONA), Dick’s Sporting Goods (DKS), Salesforce (CRM), Alibaba (BABA) The Coopers Companies (COO) to our portfolio.
we recently repurchased our position in Microsoft (MSFT) and today bought a small starting position in Oracle (ORCL).
For us, we welcomed the likes of Honeywell Aerospace (HONA), Dick’s Sporting Goods (DKS), Salesforce (CRM), Alibaba (BABA) The Coopers Companies (COO) to our portfolio.
For us, we welcomed the likes of Honeywell Aerospace (HONA), Dick’s Sporting Goods (DKS), Salesforce (CRM), Alibaba (BABA) The Coopers Companies (COO) to our portfolio.
For us, we welcomed the likes of Honeywell Aerospace (HONA), Dick’s Sporting Goods (DKS), Salesforce (CRM), Alibaba (BABA) The Coopers Companies (COO) to our portfolio.
Broadcom is now one of the largest positions in our portfolio.
we recently repurchased our position in Microsoft (MSFT) and today bought a small starting position in Oracle (ORCL).
Its investment theses
- Alibaba Group HoldingsSep 2026Alibaba Group Holdings is building internal AI semiconductor capabilities to lower costs, improve workload efficiency, and expand margins over time.
- BroadcomSep 2026Broadcom provides semiconductor IP and design consulting that helps hyperscalers and AI labs move away from Nvidia toward internal chipsets.
- NvidiaSep 2026Nvidia is described as capturing most AI profits through CUDA and advanced chips, but the fund expects its pricing power and margins to face pressure over time.
- Alibaba Group HoldingsSep 2026Alibaba Group Holdings has an internal AI semiconductor design business that could improve profitability over time through lower-cost, more efficient proprietary chips.